Ardmore Road Asset Management LP 13F Holdings
CIK 0001835730 · NEW YORK, NY
As of Sep 30, 2025, Ardmore Road Asset Management LP reported 71 positions worth
CIK 0001835730 · NEW YORK, NY
As of Sep 30, 2025, Ardmore Road Asset Management LP reported 71 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 500,000 | $93.3M | 6.02% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 451,000 | $73.0M | 4.71% |
| ALPHABET INC | GOOGL | Equity | 300,000 | $72.9M | 4.71% |
| BLOCK INC | XYZ | Technology | 850,000 | $61.4M | 3.97% |
| FLUTTER ENTERTAINMENT PLC | FLUT | Consumer Cyclical | 225,000 | $57.2M | 3.69% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 200,000 | $55.9M | 3.61% |
| NETFLIX INC | NFLX | Communication Services | 41,000 | $49.2M | 3.17% |
| COREWEAVE INC | CRWV | Technology | 350,000 | $47.9M | 3.09% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 250,000 | $44.7M | 2.89% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 60,000 | $41.9M | 2.70% |
| WALT DISNEY CO | DIS | Communication Services | 350,000 | $40.1M | 2.59% |
| EQUINIX INC | EQIX | Real Estate | 50,000 | $39.2M | 2.53% |
| TRADE DESK INC | TTD | Technology | 750,000 | $36.8M | 2.37% |
| ETSY INC | ETSY | Consumer Cyclical | 550,000 | $36.5M | 2.36% |
| SEA LTD | SE | Consumer Cyclical | 201,000 | $35.9M | 2.32% |
| FOX CORP | FOX | Communication Services | 625,000 | $35.8M | 2.31% |
| ROBLOX CORP | RBLX | Communication Services | 250,000 | $34.6M | 2.24% |
| INTUIT INC | INTU | Technology | 50,000 | $34.1M | 2.21% |
| CARVANA CO | CVNA | Consumer Cyclical | 90,000 | $34.0M | 2.19% |
| AT&T INC | T | Communication Services | 1,200,000 | $33.9M | 2.19% |
| DRAFTKINGS INC | DKNG | Consumer Cyclical | 900,000 | $33.7M | 2.17% |
| META PLATFORMS INC | META | Communication Services | 40,000 | $29.4M | 1.90% |
| LUMENTUM HOLDINGS INC | LITE | Technology | 180,000 | $29.3M | 1.89% |
| PINTEREST INC | PINS | Communication Services | 900,000 | $29.0M | 1.87% |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 200,000 | $26.4M | 1.71% |